We are seeking a talented individual to join our Wealth team at Mercer. This role will be based in Charlotte or Richmond. This is a hybrid role that has a requirement of working at least three days a week in the office.
The Wealth Office Practice Leader will work with local Office Leader (OL) and ZPL on strategy and direction of business; participate as an active member of the local office leadership group delivering advice and consultation on the Wealth business related issues and strategy.
We will count on you to:
Lead, manage, and oversee the Wealth Practice in the Carolinas and Virginia offices; implement US and Zone business strategy and plans; manage local office business financials and contribute to market financials by monitoring revenue growth, profitability, capacity utilization, conversion and client retention
Generate revenue through acquisition of new clients, cross selling to current clients, and extension of current client engagements to new activities including conducting face to face meetings with potential clients (prospects); understanding all available products within the business and proactively reaching out to provide targeted information on how Mercer offerings will benefit specific client’s needs; drafts and edits materials for meeting preparation and RFP responses
Update Zone Practice Leader of local office issues and status and escalate issues as needed
Manage large-scale project teams to deliver quality results to clients; develop and monitor budgets and deadlines; oversee staff, delegate, and peer review all client work; interact with clients on a regular basis by leading client meetings, answering questions, overseeing edits or changes, and providing requested materials; and clarify and resolve unique and difficult issues related to client deliverables; and apply advanced professional and or technical expertise to client projects
Supervise two or more employees as direct reports with full oversight for people management including, providing coaching and mentorship, managing performance, managing compensation and the year-end review process, colleague engagement, career development discussions, and ongoing learning and development opportunities.
Inspire and create followership by sharing the vision for the future. Show commitment to strong core engagement by holding yourself and your leaders accountable for developing people to reach their full potential
Identify and lead change initiatives by effectively translating what the change means for leaders and colleagues at all levels. Encourage transparent communication to gain commitment to the vision and successfully navigate challenges for long-term success
Partner with Wealth Leadership, Consulting team Leader (CTL), and HR to lead year-end process (performance assessment, calibration, compensation) to ensure consistency in performance expectations and to deliver on our pay for performance approach
Champion a culture of belonging across the business. Use a collaborative style to attract, engage and advance our talent for their best and highest use
Actively build a strong talent pipeline, including sell the value of the firm externally, recruit the right people, properly onboard, build and develop succession plans for key roles, invest in and develop our best talent
Act as a role model and leader for the Marsh McLennan code of conduct
What you need to have:
Bachelor’s degree required
Strong sales and marketing skills plus the ability to market communication strengths successfully
Excellent organizational, project management and leadership skills
Min 15+ years industry experience, with proven ability in a consulting environment to generate revenue by acquiring new clients and experience managing and developing a team of professionals
What makes you stand out:
Master’s degree
Why join our team:
Marsh McLennan (NYSE: MMC) is a global leader in risk, strategy and people, advising clients in 130 countries across four businesses: Marsh, Guy Carpenter, Mercer and Oliver Wyman . With annual revenue of $23 billion and more than 85,000 colleagues, Marsh McLennan helps build the confidence to thrive through the power of perspective.
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